Client Engagement Manager

Candescent

Client Engagement Partner managing relationships with financial institutions at Candescent. Focusing on client satisfaction and solution delivery in digital banking transformation initiatives.

Posted 5/1/2026full-time🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Serve as the main point of contact for assigned banking clients, building and maintaining trusted relationships with key stakeholders, including senior executives.
Understand clients’ business objectives, challenges, and strategic goals to align our software solutions with their needs.
Proactively address client concerns, provide timely solutions, and ensure a high level of client satisfaction and trust.
Support the DSM in identifying cross-sell, upsell, and co-innovation opportunities, driving long-term account growth.
Monitor and manage project timelines, budgets, and deliverables to meet or exceed client expectations.
Prepare and present regular account reviews to clients and internal stakeholders, highlighting successes, challenges, and opportunities for further alignment and growth.
Actively track account health, risks, and project dependencies using CRM and collaboration tools; deliver insights to internal stakeholders and clients while mitigating risks and escalating issues as needed to maintain project momentum.

Requirements

What you’ll need

Bachelor’s degree in Business, Finance, or a related field; a Master’s degree is a plus.
3-6+ years of experience in client leadership, program management, engagement management, or implementation delivery in SaaS, fintech, or financial services technology.
Proven track record of leading multi-phase, large projects involving technical implementation, stakeholder management, and post-launch support.
Proficiency in project management and the ability to coordinate cross-functional teams.
Ability to manage competing priorities and multiple complex programs simultaneously, while delivering high levels of client satisfaction.
Strong understanding of core banking platforms, SSO/API integrations, digital onboarding, and teller infrastructure upgrades preferred.
Strong knowledge of financial services, digital transformation, and customer experience trends in both retail and commercial banking environments.
Proven experience in project delivery methodologies (Agile, Waterfall, or hybrid), and tools like Jira, MS Project or Smartsheet and Salesforce.
Analytical mindset with strong problem-solving skills and attention to detail.
Ability to travel as needed to meet with clients and attend industry events.

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

project managementstakeholder managementprogram managementclient leadershiptechnical implementationdigital onboardingSSO integrationsAPI integrationsteller infrastructure upgradesproject delivery methodologies

Soft Skills

relationship buildingclient satisfactionproblem-solvinganalytical mindsetattention to detailcommunicationprioritizationcross-functional coordinationrisk managementpresentation skills